Product-Qualified Account template
Score accounts by activation, multi-user activity, admin setup, high-intent usage, ICP fit, and sales handoff readiness.
Score
Validate
Notify
Follow up
Template blueprint
What this template contains
Audience
B2B SaaS teams selling from product signals
Entry trigger
Account crosses PQA threshold or starts a high-intent workflow
Primary metric
PQA to opportunity conversion
Launch status
A deeper pattern for teams improving an existing workflow.
Included assets
The parts you can build
PQA score
Fit signals
Intent events
Sales alert
Account timeline
Starter copy
Copy and launch steps
The account has admin setup complete, five active users, and repeated reporting usage. Send the PQA alert to sales.
Pick the matching audience or account segment.
Install the assets and copy into the right Userorbit surfaces.
Publish the experience, then review the metric and follow-up queue.
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